Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
5,718
+141
+3% +$11K 0.01% 957
2025
Q1
$411K Buy
5,577
+1,853
+50% +$137K 0.01% 930
2024
Q4
$308K Buy
+3,724
New +$308K ﹤0.01% 1174
2024
Q3
Sell
-3,382
Closed -$200K 1680
2024
Q2
$200K Buy
+3,382
New +$200K ﹤0.01% 1343